|
Corporate History
Montrusco
Bolton Investments Inc. is a portfolio management firm that offers
services to private clients and institutional clients which include
pension funds, foundations, religious communities, insurance companies and investment funds.
The origins of the firm go back to 1946. We concluded our first
management agreement in 1948, and we are still serving this client today.
Our head office is located in Montreal and we have offices in Quebec
City, Saint-Hyacinthe, Toronto and Calgary. We also hold 49% interest in
Louisbourg Investments Inc., based in the Maritimes (offices in Moncton
and Halifax).
Montrusco Bolton Investments Inc. is a private company held by the
firm’s key employees and by our strategic partner, Affiliated Managers
Group Inc.
All our customers’ assets are managed from Montreal. The assets under
management amount to 6 billion dollars and are allocated as follows:
|
Assets under management
as at December 31, 2007
(in million of dollars, unaudited) |
|
Institutional
Clients |
3,121 |
| Subavisory
Mandate |
1,743 |
|
Private
Clients |
1,120 |
|
